Wednesday, 4 September 2013

Pitfalls of Long-Term Care Insurance Products

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September 4, 2013

Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares. read more »
Given the prospect of a 30-year retirement and 3% inflation, even affluent clients may need to continue working past age 65. read more »
If you have clients who are struggling with the regular investment goals you've designed for them, and just can't seem to understand where the problem might lie, it could be time to ask about a particular spending habit. read more »
Ten years since the launch of the first equal-weight index, some persistent misconceptions about such indices remain. Here's a look at the role equal-weight strategies can play in a diversified portfolio. read more »
In a round of summer hiring, the firm brought in four advisors with a total of over $500 million in assets. read more »
The imminence of a U.S. military strike on Syria sent stocks tumbling and commodities rallying this week. - John Bonnell, USAA Investments read more »

Must Read

Top Retirement Destinations Overseas

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more »

Must Watch

Lessons From D.A. Davidson’s Merger with Crowell Weedon

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more »

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